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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,475 | $55,902-7.9% | $76,030-32.3% | $80,959-36.4% |
| Participation rate | 91.5% | 62.1%+29.4pp | 69.1%+22.4pp | 67.7%+23.8pp |
| Annual return | 20.69% | 20.59%+0.1pp | 361.54%-340.8pp | 35.67%-15.0pp |
| Employer contribution / active EE | $672 | $1,867-64.0% | $2,688-75.0% | $2,757-75.6% |
| Participant deferral / active EE | $4,471 | $3,051+46.5% | $4,257+5.0% | $4,300+4.0% |
| Admin fee / account holder | $1,649 | $5,239-68.5% | $6,421-74.3% | $6,925-76.2% |